Gregory Kozlowski

Gregory Kozlowski Email and Phone Number

Accomplished investor | financial and business consultant | option strategist | entrepreneur | university professor @
Gregory Kozlowski's Location
Prescott, Arizona, United States, United States
Gregory Kozlowski's Contact Details

Gregory Kozlowski personal email

About Gregory Kozlowski

Accomplished investor | financial and business consultant | entrepreneur | university professor | greg.kozlowski@yahoo.com/928-499-8088As an innovative and visionary investor, financial consultant and business leader I have had great success in business investments and portfolio management using deep expertise in financial and market analysis, business valuation, due diligence and risk assessment.The result – creating growth, investment opportunities and developing strategic business partnerships.AREAS OF EXPERTISE:Business Valuation/Investment Strategies · Financial and Market Analysis · Board Communication/Collaboration · Strategic Partnerships/Growth Opportunities · Sports/National Volleyball Consultant · Due Diligence/Risk Assessment · Portfolio Management · Scientific Research & Analysis · Innovative Visionary/Entrepreneur · Teaching/Mentoring · Writer/Professional SpeakerMAJOR ACCOMPLISHMENTS:• Structured investment portfolio based on tenets of Warren Buffett that outperformed the S&P 500 by 2% annualized for total outperformance of 44 percentage points in 10 years with less risk. • Utilized financial, business expertise as non-profit Board Member to drive financial recovery from potential bankruptcy to positive cash flow within 3 months.• Established strategic partnerships for future investment and growth between National Volleyball League, high tech innovators and investors at the Milken 2016 Conference.• Developed executive level MBA students’ expertise in finance at Loyola Marymount University.• Performed research contrasting maximizing stakeholder value with maximizing shareholder value. Research shaped founding philosophy of the School of Business at Alberto Hurtado University in Santiago, Chile.VALUE PROPOSITION:I am passionate about collaborating to create investment opportunities and develop strategic partnerships, to grow and turn around businesses using real world and academic expertise.

Gregory Kozlowski's Current Company Details
Investor/Consultant/Speaker

Investor/Consultant/Speaker

Accomplished investor | financial and business consultant | option strategist | entrepreneur | university professor
Gregory Kozlowski Work Experience Details
  • Investor/Consultant/Speaker
    Owner
    Investor/Consultant/Speaker Sep 2006 - Present
    Prescott, Az
    Successfully built and manage an investment portfolio, customizing financial strategies and appropriate portfolio construction. Key metrics analyzed include management quality, competitive marketplace position, free cash flow generation and growth, shareholder friendly capital allocation policies, all within a socially enlightened framework. The portfolio includes a sophisticated options strategy that produces disciplined buy/sell triggers plus additional income by selling covered calls and cash secured puts.• Cultivated solid expertise in stock investing, risk assessment and contingency planning.• Guest speaker on investing, risk management, portfolio construction, and behavioral finance for events such as Northern Arizona Interfaith Council (NAIC).• Worked discreetly with Director of Investor Relations for a publicly traded microcap hotel chain to encourage implementation of a share buyback program, which was ultimately approved by the Board, generating a 40% stock price increase.• Wrote four contrary rebuttals to published articles that were printed in Barron’s Letters to the Editor 2004–2008 based on financial tenets of Warren Buffet.
  • Yavapai College
    Financial Consultant
    Yavapai College Jan 2008 - Aug 2013
    Prescott, Az
    As Financial Consultant for Yavapai Community College, developed and taught “Finance for Entrepreneurs” with a focus on financial statement analysis, time value of money and effective utilization of small business float. Received highest instructor ratings for effectively guiding students’ ability to translate financial theory to practical application.
  • Loyola Marymount University
    University Professor
    Loyola Marymount University Nov 1998 - Aug 2006
    Los Angeles, Ca
    Professor of Mathematics and Business Finance/Mentor/TutorDesigned innovative learning as professor, mentor and tutor in mathematics and finance. • Benchmarked and launched the model for learning communities that was applied across the university from business, to chemistry and biology, resulting test performance improvement by a minimum of 5 percentage points.• Judge on behalf of LMU for the International Business Ethics Competition, based on student’s solutions to resolve ethical dilemmas in the business world, 2000-2006.• Presented at the Center for Teaching Excellence on building and sustaining learning communities.• Received highest ratings by students for outstanding ability to make learning engaging, relevant and applicable to life skills, and willingness to help others succeed

Gregory Kozlowski Skills

Investment Advisory Investments Asset Managment Investment Strategies Wealth Management High Net Worth Individuals Asset Allocation Equities Portfolio Management Mutual Funds Retirement Planning Securities Public Speaking Asset Management Hedge Funds Financial Advisory Investment Management Leadership Business Development

Gregory Kozlowski Education Details

Frequently Asked Questions about Gregory Kozlowski

What company does Gregory Kozlowski work for?

Gregory Kozlowski works for Investor/consultant/speaker

What is Gregory Kozlowski's role at the current company?

Gregory Kozlowski's current role is Accomplished investor | financial and business consultant | option strategist | entrepreneur | university professor.

What is Gregory Kozlowski's email address?

Gregory Kozlowski's email address is gr****@****hoo.com

What schools did Gregory Kozlowski attend?

Gregory Kozlowski attended Loyola Marymount University, Loyola Marymount University.

What skills is Gregory Kozlowski known for?

Gregory Kozlowski has skills like Investment Advisory, Investments, Asset Managment, Investment Strategies, Wealth Management, High Net Worth Individuals, Asset Allocation, Equities, Portfolio Management, Mutual Funds, Retirement Planning, Securities.

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